Wealth Management Advisor (License Provided)

Wealth Management Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

THIS CAREER OFFERS YOU:

Stipends for training and licensing to help you get started.
The ability to positively impact someone else's life.
Personalized mentoring, coaching, and award-winning training programs.
Backing by Northwestern Mutual, an industry leader with a proven track record of success.

CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

-You know how to connect with people, building personal, trusted relationships.
-Financial planning is interesting to you.
-You’re a driven person who’s committed to succeeding.
-You’re ready to earn more for your hard work.
-You enjoy helping people make more informed, confident decisions.
-You're ready to live the life you want, both personally and professionally.

Key Responsibilities

Establishing a Relationship:

• Conduct in-depth reviews of clients' financial circumstances, current provision, and future aims.
• Analyze clients’ financial needs and prepare reports on their current financial situation.
• Provide life-changing financial advice that aligns with clients' goals.

Financial Planning:

• Develop personalized financial plans based on the assessment of clients' financial needs.
• Recommend risk (insurance) and wealth (investment) products, retirement plans, tax strategies, and other financial services.
• Regularly update and adjust financial plans to account for changes in clients' lives, income, and expenses.

Investment Management:

• Provide guidance on investment opportunities.
• Monitor market trends and adjust investment portfolios as necessary.

Cultivate and Build Client Trust:

• Maintain long-term relationships with clients by providing exceptional service and regular follow-up.
• Educate clients about financial planning, investment opportunities, and market conditions.
• Keep clients informed about their investments and any changes that might affect their financial situations.

Compliance and Ethics:

• Ensure all financial planning activities comply with regulatory standards and company policies.
• Maintain client confidentiality and act with integrity and professionalism at all times.

Recent Awards and Accolades:

-FORTUNE 97
-Unsurpassed Financial Strength with total company assets of $290 billion.
-96% of policy owners stay year after year.
-Top 10 Independent Broker-Dealer. Financial Advisor Magazine.
-$161 billion client assets held or managed by Northwestern Mutual.
-The largest direct provider of life insurance in the US.
-4.6+ million total clients.
-Industry leader in total dividend payout with over $6 billion.

Equal Employment Opportunity Policy:

Northwestern Mutual is an equal opportunity/affirmative action employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

The company prohibits discrimination based upon an individual's race, color, religion, creed, age, sex, disability, national origin, ancestry, ethnicity, sexual orientation, gender identity/expression, marital status, citizenship status or veteran status or any other characteristics protected by law.

Job Type: Full-time

Pay: $120,000.00 - $165,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Application Question(s):

• Please explain your sales experience.
• Why are you interested in the Finance industry?

Ability to Commute:

• Alexandria, MN 56308 (Required)

Work Location: In person